Unclaimed
Joseph Patrick Odonnell is a financial advisor with over 25 years of experience in the industry. Joseph is registered with Avantax Investment Services, Inc. Joseph is licensed in Ohio, Oregon, and Washington. Joseph's registration with Avantax Investment Services, Inc. began on October 28, 1997. Joseph is a Series 7 and Series 63 licensed professional.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
1
2
OH
10/28/1997 - Present
Avantax Investment Services, Inc. (PARMA OH)
BC
Issued 09/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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